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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,636 | $184,000+35.7% | $162,185+53.9% | $152,909+63.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -3.45% | 150.80%-154.2pp | 115.61%-119.1pp | 345.46%-348.9pp |
| Employer contribution / active EE | $6,862 | $6,370+7.7% | $5,613+22.2% | $4,764+44.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,154 | $13,124-68.4% | $10,844-61.7% | $11,601-64.2% |